2015-01-24T07:42:00-06:00 2014-08-31 310800053 CLARK SCHAEFER HACKETT & CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2013-09-01 310537080 CINCINNATI SYMPHONY ORCHESTRA CINC 5136211919 1241 ELM STREET CINCINNATI OH 452027531 RICHARD FRESHWATER PRESIDENT 5136211919 2015-01-22 1 JANE E PFEIFER P00014949 5132413111 2015-01-22 2013 2016-03-07 17:11:31Z ARTHUR M DEVEY III 1241 ELM STREET CINCINNATI OH 452027531 58435837 0 X HTTP://CINCINNATISYMPHONY.ORG X 1894 OH TO SEEK AND SHARE INSPIRATION. 74 74 470 400 0 0 33237501 40260367 9680866 11030222 2624550 6835511 212735 143014 45755652 58269114 0 0 0 0 18289166 18407011 0 0 1141543 7542819 9146028 25831985 27553039 19923667 30716075 119151187 155966002 7947702 8254556 111203485 147711446 THE MISSION OF THE CINCINNATI SYMPHONY ORCHESTRA IS TO SEEK AND SHARE INSPIRATION. 0 0 23473611 11030222 ORCHESTRA CONCERTS OF CLASSICAL WORKS (46), POPS (24), CHAMBER (4), YOUTH AND EDUCATIONAL (58), AND OTHER CONCERTS (61). ADDITIONALLY, THE ORCHESTRA PROVIDES SERVICES TO THE CINCINNATI OPERA (14), CINCINNATI MAY FESTIVAL (5), CINCINNATI BALLET (22) AND WORLD PIANO COMPETITION (1). THROUGH ALL PROGRAM SERVICES OF THE ORCHESTRA THE TOTAL NUMBER OF ARTS PATRONS SERVED WAS 339,512. 23473611 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 95 0 1 470 1 0 0 0 0 0 1 1 0 0 0 0 X 74 74 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RICHARD FRESHWATER 5137443306 1241 ELM STREET CINCINNATI OH 452027531 STUART AITKEN DIRECTOR 0.50 X 0 0 0 KATHLEEN BARCLAY DIRECTOR 0.50 X 0 0 0 DEAN LOUIS D BILIONIS DIRECTOR 0.50 X 0 0 0 PAUL BOOTH DIRECTOR 0.50 X 0 0 0 OTTO M BUDIG JR DIRECTOR 0.50 X 0 0 0 MYRA CHABUT DIRECTOR 0.50 X 0 0 0 MARK D CINQUINA DIRECTOR 0.50 X 0 0 0 DR ALVIN H CRAWFORD DIRECTOR 0.50 X 0 0 0 THOMAS CHARLES GARBER DIRECTOR 0.50 X 0 0 0 SABINE GEISSLER DIRECTOR 0.50 X 0 0 0 L TIMOTHY GIGLIO TREASURER 0.50 X X 0 0 0 JOHN L HARRISON DIRECTOR 0.50 X 0 0 0 FRANCIE S HILTZ DIRECTOR 0.50 X 0 0 0 SANDRA JOFFE DIRECTOR 0.50 X 0 0 0 RONALD KOETTERS DIRECTOR 0.50 X 0 0 0 LISA DEHART LEHNER DIRECTOR 0.50 X 0 0 0 H SPENCER LILES DIRECTOR 0.50 X 0 0 0 PATRICIA LINNEMANN DIRECTOR 0.50 X 0 0 0 JOHNATHAN MCCANN DIRECTOR 0.50 X 0 0 0 LINDA MILLER DIRECTOR 0.50 X 0 0 0 STEPHEN R MULLIN DIRECTOR 0.50 X 0 0 0 DR CORA K OGLE DIRECTOR 0.50 X 0 0 0 ROBERT S OLSON DIRECTOR 0.50 X 0 0 0 DR SANTA JEREMY ONO DIRECTOR 0.50 X 0 0 0 LEONARD M RANDOLPH JRMD SECRETARY 0.50 X X 0 0 0 MELODY SAWYER RICHARDSON DIRECTOR 0.50 X 0 0 0 JACK ROUSE DIRECTOR 0.50 X 0 0 0 RYAN RYBOLT DIRECTOR 0.50 X 0 0 0 ANN H SANTEN DIRECTOR 0.50 X 0 0 0 ROSEMARY SCHLACHTER DIRECTOR 0.50 X 0 0 0 JAMES SCHWAB CHAIR 0.50 X X 0 0 0 PAMELA SCOTT DIRECTOR 0.50 X 0 0 0 MATTHEW Q STAUTBERG DIRECTOR 0.50 X 0 0 0 NANCY WAGNER DIRECTOR 0.50 X 0 0 0 SHEILA WILLIAMS DIRECTOR 0.50 X 0 0 0 HON TYRONE K YATES DIRECTOR 0.50 X 0 0 0 XIAOJIE ZAVON DIRECTOR 0.50 X 0 0 0 TRISH E BRYAN DIRECTOR EMERITUS 0.50 X 0 0 0 BLAIR FLEISCHMANN DIRECTOR EMERITUS 0.50 X 0 0 0 SUSAN S FRIEDLANDER DIRECTOR EMERITUS 0.50 X 0 0 0 JOSEPH W HIRSCHHORN DIRECTOR EMERITUS 0.50 X 0 0 0 J MARVIN QUIN DIRECTOR EMERITUS 0.50 X 0 0 0 JAMES B REYNOLDS DIRECTOR EMERITUS 0.50 X 0 0 0 THOMAS STEGMAN DIRECTOR EMERITUS 0.50 X 0 0 0 NANCY WALKER DIRECTOR EMERITUS 0.50 X 0 0 0 RANDOLPH L WADSWORTH DIRECTOR EMERITUS 0.50 X 0 0 0 IVA BROWN DIRECTOR 0.50 X 0 0 0 CHRISTOPHER COLE DIRECTOR 0.50 X 0 0 0 DAVID FLEISCHER JR DIRECTOR 0.50 X 0 0 0 DEAN PETER LANDGREN DIRECTOR 0.50 X 0 0 0 SUSAN MCPARTLIN DIRECTOR 0.50 X 0 0 0 C CHRISTOPHER MUTH DIRECTOR 0.50 X 0 0 0 KATHLEEN NIES DIRECTOR 0.50 X 0 0 0 MARILYN J OSBORN DIRECTOR 0.50 X 0 0 0 JACK OSBORN DIRECTOR 0.50 X 0 0 0 SANDRA RIVERS DIRECTOR 0.50 X 0 0 0 DIANNE M ROSENBERG DIRECTOR 0.50 X 0 0 0 EDGAR L SMITH JR DIRECTOR 0.50 X 0 0 0 PETER G COURLAS DIRECTOR 0.50 X 0 0 0 DENNIS DERN DIRECTOR 0.50 X 0 0 0 SALLY DESSNER DIRECTOR 0.50 X 0 0 0 WILLIAM FRIEDLANDER EX-OFFICIO 0.50 X 0 0 0 JANE GARVEY DIRECTOR 0.50 X 0 0 0 LOIS JOLSON DIRECTOR 0.50 X 0 0 0 DAVID N KIRK DIRECTOR 0.50 X 0 0 0 KEVIN KLINE DIRECTOR 0.50 X 0 0 0 MARVIN KOLODZIK DIRECTOR 0.50 X 0 0 0 JOHN T LAWRENCE III DIRECTOR 0.50 X 0 0 0 ROBERT W MCDONALD DIRECTOR 0.50 X 0 0 0 ERIC VINCENT OLIVER DIRECTOR 0.50 X 0 0 0 DIANE WEST DIRECTOR 0.50 X 0 0 0 MR JEFFREY S SCHLOEMER DIRECTOR 0.50 X 0 0 0 ARTHUR M DEVEY III PRESIDENT 44.00 X 304215 15969 88395 MICHAEL SMITH VP PROJECT DEVELOP DIRECTO 25.00 X 114141 175141 50832 RICHARD FRESHWATER CHIEF FINANCIAL OFFICER 30.00 X 102839 19358 21909 ILYA FINKELSHTEYN PRINCIPAL CELLO 40.00 X 158148 0 10247 ELIZABETH FREIMUTH PRINCIPAL FRNCH HORN 40.00 X 171759 0 19686 JENNIFER DAMIANO VP DEVELOPMENT 40.00 X 190000 0 24365 JOHN RUSSELL POPS CONDUCTOR 40.00 X 205531 0 32923 TIMOTHY LEES CONCERTMASTER 40.00 X 261317 0 18774 1507950 210468 267131 61 0 1 0 OPUS 3 ARTISTS LLC 470 PARK AVE SOUTH 9TH FL NORTH NEW YORK NY 10016 GUEST ARTISTS 257000 COLUMBIA ARTISTS MANAGEMENT 1790 BROADWAY NEW YORK NY 10019 GUEST ARTISTS 173500 2 90000 441455 39728912 7333044 40260367 CONCERTS AND OTHER ORCHESTRA INCO 711130 11030222 11030222 11030222 1179385 1179385 5656126 0 5656126 5656126 5656126 309737 90000 166723 143014 143014 58269114 11030222 0 6978525 X 641725 545767 69965 25993 14157108 12040185 1543495 573428 2533411 2199697 236575 97139 1074767 935979 99099 39689 21192 21192 40110 40110 2930071 2786601 122057 21413 1896844 1896844 39886 15919 22982 985 718382 529436 188117 829 45247 35397 5958 3892 127080 38073 78727 10280 59384 59384 859855 836093 23762 167666 30081 137585 PERFORMANCE COSTS 1033590 1033590 POSTAGE, SHIPPING, PRIN 363837 243191 27673 92973 REPAIRS AND MAINTENANCE 178889 51019 127870 MERCHANDISE EXPENSE 108396 108396 555599 147343 133334 274922 27553039 23473611 2937885 1141543 2200 2000 2556694 2652099 15761023 17280788 712272 857189 17400 758971 629057 29660258 16902310 13151233 12757948 85995614 121694143 195780 92778 119151187 155966002 1398025 1716509 3306533 3695777 2335000 2025000 908144 817270 7947702 8254556 X 23743723 32193878 18980217 23058583 68479545 92458985 111203485 147711446 119151187 155966002 30716075 5791886 0 X X 0 1 X 1 0 X 10953197 14579232 31086191 33237501 40260367 130116488 10953197 14579232 31086191 33237501 40260367 130116488 41925005 88191483 927211 1113337 751513 842752 1179385 4814198 3353 3353 36814 39332 145993 212735 143014 577888 135511927 76608681 0.65080 0.70120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86748670 24335242 12786419 1484813 208783 122176735 68382411 13307432 6589874 1387812 143235 86748670 59828406 5726906 4211895 1282441 102355 68382411 55011674 1355655 6366271 2662885 242309 59828406 55810613 925293 2116002 3498649 341585 55011674 0.16190 0.74820 0.08990 1 0 284400 284400 20822359 9838444 10983915 1140020 1125229 14791 6814936 5636884 1178052 598543 301753 296790 12757948 OTHER 425798 CHARITABLE GIFT ANNUITY LIABILITY 391472 817270 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO PROVIDE INCOME TO OPERATIONS. PART X, LINE 2: CSO AND MEMI ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF OHIO LAW. HOWEVER, CSO IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. CSO IS NOT AWARE OF ANY MATERIAL ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. CSO'S IRS FORM 990 IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CSO BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CSO IS GENERALLY NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011. X 1 DCM INC 45 MAIN STREET BROOKLYN NY 11201 TELEFUNDING 0 139215 51825 87390 139215 51825 87390 SEASON OPENING GALA 116565 116565 2375 30736 1890 31000 NEW YEAR'S EVE 236435 90000 146435 15571 24286 6150 36327 1 46737 46737 1566 4864 1740 10218 399737 90000 309737 19512 59886 9780 77545 166723 143014 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION CONTRACTED WITH A TELEFUNDING COMPANY TO SOLICIT CONTRIBUTIONS. X X X X X 0 0 0 0 0 0 0 0 0 ARTHUR M DEVEY III PRESIDENT 234215 15969 70000 0 0 0 70202 2059 15104 1030 389521 19058 0 0 MICHAEL SMITH VP PROJECT DEVELOP DIRECTO 114141 114141 0 61000 0 0 7000 27000 8416 8416 129557 210557 0 0 ILYA FINKELSHTEYN PRINCIPAL CELLO 158148 0 0 0 0 0 0 0 10247 0 168395 0 0 0 ELIZABETH FREIMUTH PRINCIPAL FRNCH HORN 171759 0 0 0 0 0 0 0 19686 0 191445 0 0 0 JENNIFER DAMIANO VP DEVELOPMENT 190000 0 0 0 0 0 7600 0 16765 0 214365 0 0 0 JOHN RUSSELL POPS CONDUCTOR 205531 0 0 0 0 0 16139 0 16784 0 238454 0 0 0 TIMOTHY LEES CONCERTMASTER 261317 0 0 0 0 0 0 0 18774 0 280091 0 0 0 A COUNTY OF HAMILTON OHIO VARIABLE RATE DEMAND ECONOMIC DEVELOPMENT BONDS 316000063 407271GP4 2007-08-15 3800000 CONSTRUCTING A NEW PERFORMANCE FACILITY AT RIVERBEND 0 0 0 A 1856566 3881566 33100 84360 3762304 1802 2010 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 PNC BANK 6.000000000000 0 0 0 0 0 A 0 X 67 7333044 STOCK EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JACK OSBORN AND MARILYN OSBORN, BOTH BOARD TRUSTEES, ARE MARRIED. SUE FRIEDLANDER AND WILLIAM FRIEDLANDER, BOTH BOARD TRUSTEES, ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11 THE CONTROLLER PREPARES SUPPORTING SCHEDULES USED FOR 990 PREPARATION. THE CONTROLLER, CFO PERFORM THE INITIAL REVIEW WITH THE CPA/AUDITOR. THE EXECUTIVE COMMITTEE AND AUDIT COMITTEE REVIEW THE 990 PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MAY SERVE TWO CONSECUTIVE THREE YEAR TERMS. THE CONFLICT OF INTEREST POLICY IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS. IN ADDITION TO THE SIGNING OF THE POLICY, POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT MEETINGS OF THE BOARD AND ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MUST DISCLOSE AND EXCUSE THEMSELVES FROM ANY VOTE INVOLVING THE MATTER IN QUESTION. IF AT ANY TIME AN INTERESTED PERSON DISCLOSES OR IS DISCOVERED TO HAVE A POTENTIAL OR ACTUAL CONFLICT, THE MATTER IS HANDLED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 WITHIN THE EXECUTIVE COMMITTEE, THERE IS A COMPENSATION COMMITTEE THAT DETERMINES AND APPROVES COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE UTILIZES 990'S FROM LOCAL ARTS GROUPS AND COMPENSATION SURVEY DATA THAT FEATURES COMPILED DATA WITH INDUSTRY STANDARDS PERTINENT TO NON-PROFITS AND FINE ART GROUPS. FORM 990, PART VI, SECTION C, LINE 19 THE CINCINNATI SYMPHONY ORCHESTRA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 1A: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF NOT LESS THAN SEVEN DIRECTORS, WHICH SHALL HAVE ALL OF THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS EXCEPT THE POWER TO FILL VACANCIES OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIR OF THE BOARD, THE VICE CHAIRS, THE TREASURER, THE SECRETARY, THE IMMEDIATE PAST CHAIR, AND THE CHAIR OF THE BOARD OF OVERSEERS. FORM 990, PART IX, LINE 11G ARTIST FEES AND EXPENSES: PROGRAM SERVICE EXPENSES 2,113,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,113,807. OTHER: PROGRAM SERVICE EXPENSES 672,794. MANAGEMENT AND GENERAL EXPENSES 122,057. FUNDRAISING EXPENSES 21,413. TOTAL EXPENSES 816,264. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. MUSIC AND EVENT MANAGMENT INC 1241 ELM STREET CINCINNATI OH 452027531 311378179 MANAGEMENT SERVICES FOR MUSIC FESTIVALS AND OTHER COMMUNITY EVENTS OH 501(C)(3) 509(A)(2) CINCINNATI SYMPHONY ORCHESTRA 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0